Account Manager

The Powell Agency, one of the top 10% of agencies nationwide, is seeking a proactive, relationship-driven Account Manager to join our team in Plano, Texas.

As our Account Manager, you'll play a key role in strengthening client relationships, ensuring families and businesses are properly protected, and helping clients understand the coverage they rely on. You'll become part of a team known for its professionalism, advocacy, and exceptional service, acting as our clients' Partners in Protection.

This role blends client service, consultative advising, retention support, and revenue generation. Whether you come from insurance or are pursuing a career change, we provide comprehensive training and can help you obtain the required Texas insurance licenses.

If you enjoy helping people, staying organized, and making a meaningful impact in your community, The Powell Agency may be the perfect place for you.

Salary Range: $36, $55,000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

• Strong communication and customer service skills.
• High attention to detail and ability to manage multiple tasks efficiently.
• Comfortable with client outreach, follow-up, and consultative conversations.
• Ability to learn insurance concepts and confidently recommend solutions.
• Positive attitude, strong work ethic, and commitment to serving families and small businesses.
• Basic computer proficiency and ability to learn agency management systems.
• Texas General Lines Property & Casualty & Life/Health licenses preferred but not required; we welcome career changers and will support the licensing process.
• Must be able to work on-site in our Plano, Texas office.

Client Relationship Management & Outreach

• Proactively reach out to existing clients to ensure their coverage is up-to-date, complete, and appropriate for their needs.
• Strengthen client relationships by staying connected year-round and demonstrating the agency's value and expertise.
• Position the agency as the client's first and best point of contact for all insurance and financial services needs.
• Consistently ask for referrals and thank clients for their business.

Insurance Proposals & Advising

• Prepare insurance proposals for Home, Auto, Umbrella, Business, Life, and other coverage types.
• Educate clients on their coverage options and present solutions, including life insurance, at every opportunity.
• Support the preparation of annual review appointments by collecting updated information, policy details, and quotes.

Service, Administration & Retention Support

• Set up and maintain files for new accounts.
• Monitor and address policy cancellations by reviewing pay/cancel lists, sending notices, and contacting clients prior to cancellation dates.
• Update client and policy information in agency systems and CRM platforms.
• Coordinate welcome and thank-you communications for new clients.
• Handle daily account activities including receiving payments, making corrections, answering phones, and routing messages.

Claims Support

• Enter and assist with comprehensive, collision, liability, and property claims.
• Answer client questions and provide preferred body shop, glass, and rental car referrals.
• Follow claims from start to finish to ensure a smooth and satisfactory experience.
• Escalate any unresolved or complex claims issues to the Agent/Owner for guidance.

The Powell Agency is a nationally recognized, veteran-owned insurance practice proudly rooted in North Texas. We?re not your average insurance agency, we are our client's Partners in Protection, dedicated to educating, advocating, and delivering peace of mind to every individual, family, and business we serve.

Founded on service, integrity, and community, our team believes in doing insurance differently. That means building real relationships, guiding clients through clear and personalized coverage options, and showing up when it matters most, especially at claims time.

At The Powell Agency, our team members aren?t just agents, they?re trusted advisors. We equip them with industry-leading tools, proven processes, ongoing mentorship, and a consistent flow of marketing-qualified leads. Our modern tech stack, including AgencyZoom, Canopy Connect, Microsoft 365, and a fully documented suite of internal workflows, allows our team to spend less time on administrative tasks and more time doing what they do best: connecting with people and protecting what matters most to them.

We?re proud to have been named one of D Magazine?s Best Insurance Agents in Dallas (2024 & 2025) and to rank in the top 10% of agencies nationwide. Our culture is built on service, accountability, growth, and excellence. If you?re passionate about helping others, driven to grow, and eager to work in a supportive, forward-thinking team environment, we?d love to meet you.